Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.1K Buy
320
+192
+150% +$7.84K ﹤0.01% 569
2025
Q1
$5.78K Sell
128
-73
-36% -$3.3K ﹤0.01% 740
2024
Q4
$8.73K Buy
201
+9
+5% +$391 ﹤0.01% 728
2024
Q3
$8.71K Sell
192
-5
-3% -$227 ﹤0.01% 647
2024
Q2
$8.11K Sell
197
-741
-79% -$30.5K ﹤0.01% 694
2024
Q1
$35.1K Sell
938
-4,070
-81% -$152K ﹤0.01% 414
2023
Q4
$192K Hold
5,008
0.01% 319
2023
Q3
$179K Hold
5,008
0.01% 309
2023
Q2
$215K Hold
5,008
0.02% 291
2023
Q1
$206K Buy
+5,008
New +$206K 0.02% 313
2022
Q4
Sell
-1,450
Closed -$60K 1937
2022
Q3
$60K Sell
1,450
-257
-15% -$10.6K ﹤0.01% 812
2022
Q2
$79K Buy
1,707
+348
+26% +$16.1K ﹤0.01% 773
2022
Q1
$78K Buy
+1,359
New +$78K ﹤0.01% 844
2021
Q4
Sell
-7,468
Closed -$395K 2275
2021
Q3
$395K Sell
7,468
-4,836
-39% -$256K 0.02% 519
2021
Q2
$603K Sell
12,304
-121
-1% -$5.93K 0.03% 413
2021
Q1
$545K Buy
12,425
+11,018
+783% +$483K 0.03% 433
2020
Q4
$54K Sell
1,407
-514
-27% -$19.7K 0.01% 551
2020
Q3
$63K Buy
1,921
+465
+32% +$15.3K ﹤0.01% 910
2020
Q2
$54K Sell
1,456
-23,680
-94% -$878K ﹤0.01% 907
2020
Q1
$918K Buy
25,136
+2,117
+9% +$77.3K 0.07% 218
2019
Q4
$1.08M Buy
23,019
+390
+2% +$18.2K 0.07% 243
2019
Q3
$1.1M Sell
22,629
-121,604
-84% -$5.9M 0.07% 222
2019
Q2
$6.47M Sell
144,233
-11,024
-7% -$495K 0.45% 66
2019
Q1
$7.06M Sell
155,257
-30,961
-17% -$1.41M 0.56% 50
2018
Q4
$7.38M Buy
186,218
+11,457
+7% +$454K 0.66% 37
2018
Q3
$7.07M Buy
174,761
+152,535
+686% +$6.17M 0.53% 58
2018
Q2
$834K Sell
22,226
-865
-4% -$32.5K 0.07% 250
2018
Q1
$823K Buy
23,091
+22,767
+7,027% +$811K 0.08% 263
2017
Q4
$12K Hold
324
﹤0.01% 1082
2017
Q3
$12K Sell
324
-13
-4% -$481 ﹤0.01% 1037
2017
Q2
$13K Hold
337
﹤0.01% 933
2017
Q1
$12K Buy
+337
New +$12K ﹤0.01% 819